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Equity Residential

591 hedge funds and large institutions have $26.4B invested in Equity Residential in 2021 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 189 increasing their positions, 201 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 40

7% more capital invested

Capital invested by funds: $24.8B → $26.4B (+$1.62B)

6% more funds holding

Funds holding: 557591 (+34)

6% less repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 201

1.2% less ownership

Funds ownership: 93.02%91.82% (-1.2%)

13% less funds holding in top 10

Funds holding in top 10: 1614 (-2)

64% less call options, than puts

Call options by funds: $34M | Put options by funds: $95.1M

Holders
591
Holders Change
+34
Holders Change %
+6.1%
% of All Funds
10.29%
Holding in Top 10
14
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-12.5%
% of All Funds
0.24%
New
78
Increased
189
Reduced
201
Closed
40
Calls
$34M
Puts
$95.1M
Net Calls
-$61.2M
Net Calls Change
-$28.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
51
Barclays
United Kingdom
$59.3M +$21.2M +280,885 +57%
Janus Henderson Group
52
Janus Henderson Group
United Kingdom
$58.8M +$27.6M +365,194 +92%
American Century Companies
53
American Century Companies
Missouri
$56.9M -$6.99M -92,492 -11%
SEI Investments
54
SEI Investments
Pennsylvania
$55.2M -$2.01M -26,551 -4%
ACM
55
AEW Capital Management
Massachusetts
$55.1M +$1.29M +17,000 +2%
AllianceBernstein
56
AllianceBernstein
Tennessee
$51.6M +$535K +7,071 +1%
Balyasny Asset Management
57
Balyasny Asset Management
Illinois
$50.9M +$50M +661,426 New
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$50.5M -$2.31M -30,618 -4%
Aberdeen Group
59
Aberdeen Group
United Kingdom
$50.1M +$3.4M +44,983 +7%
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$49M +$15.5M +205,171 +48%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$48.8M -$1.66M -22,010 -3%
Fidelity International
62
Fidelity International
Bermuda
$46.7M -$2.5M -33,079 -5%
Ameriprise
63
Ameriprise
Minnesota
$44.7M +$2.19M +28,959 +5%
HS
64
Hazelview Securities
Ontario, Canada
$44.6M +$3.99M +52,720 +10%
Ohio Public Employees Retirement System (OPERS)
65
Ohio Public Employees Retirement System (OPERS)
Ohio
$44.4M -$1.62M -21,372 -4%
State of Tennessee, Department of Treasury
66
State of Tennessee, Department of Treasury
Tennessee
$42.9M +$24.6K +325 +0.1%
SO
67
STRS Ohio
Ohio
$41.6M -$26.2K -346 -0.1%
WMSA
68
Weiss Multi-Strategy Advisers
New York
$41.5M +$27.3M +361,589 +204%
D.E. Shaw & Co
69
D.E. Shaw & Co
New York
$41.3M +$34.8M +460,079 +602%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$40.2M +$2.48M +32,774 +7%
Amundi
71
Amundi
France
$39.5M +$38.8M +512,669 New
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$38.7M -$1.15M -15,220 -3%
Wells Fargo
73
Wells Fargo
California
$38.2M -$6.31M -83,523 -14%
National Pension Service
74
National Pension Service
South Korea
$37.2M +$1.21K +16 +0%
Canada Life
75
Canada Life
Manitoba, Canada
$36.7M -$11.6M -154,044 -24%

EQR Hedge Fund Activity: Q2 2021 in Review

591 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Equity Residential (EQR) for Q2 2021, worth a combined $26.4B — up 6.5% from $24.8B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new EQR positions and 40 closed out — a net gain of 38 holders — while 189 added to existing stakes and 201 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $248M. The largest seller was PGGM Investments, cutting an estimated $153M.

  • 591 institutional investors held Equity Residential (EQR) as of Q2 2021, up from 557 in Q1 2021.
  • Funds reported $26.4B of Equity Residential stock for Q2 2021, up 6.5% quarter-over-quarter.
  • 78 funds opened new Equity Residential positions in Q2 2021 and 40 closed out, a net change of +38 holders.
  • The largest Equity Residential buyer in Q2 2021 was T. Rowe Price Associates, an estimated $248M added.
  • The largest Equity Residential seller in Q2 2021 was PGGM Investments, an estimated $153M sold.

Based on aggregated 13F filings for Q2 2021.